R.L. O'NEAL & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN
Measure | Date | Value |
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2022: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
2020: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
2017: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 5 |
2015: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
2013: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
2011: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
2009: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2022 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $1,764 |
Total plan assets at end of year | 2022-12-31 | $1,450,668 |
Total plan assets at beginning of year | 2022-12-31 | $1,448,904 |
Other income received | 2022-12-31 | $-33,939 |
Net income (gross income less expenses) | 2022-12-31 | $1,764 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,450,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,448,904 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $35,703 |
2021 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $309,097 |
Expenses. Total of all expenses incurred | 2021-12-31 | $223 |
Total plan assets at end of year | 2021-12-31 | $1,448,904 |
Total plan assets at beginning of year | 2021-12-31 | $1,140,030 |
Other income received | 2021-12-31 | $271,532 |
Net income (gross income less expenses) | 2021-12-31 | $308,874 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,448,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,140,030 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $37,565 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $223 |
2020 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $98,994 |
Expenses. Total of all expenses incurred | 2020-12-31 | $200,111 |
Benefits paid (including direct rollovers) | 2020-12-31 | $200,000 |
Total plan assets at end of year | 2020-12-31 | $1,140,030 |
Total plan assets at beginning of year | 2020-12-31 | $1,241,147 |
Other income received | 2020-12-31 | $54,066 |
Net income (gross income less expenses) | 2020-12-31 | $-101,117 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,140,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,241,147 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $44,928 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $111 |
2019 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $115,239 |
Expenses. Total of all expenses incurred | 2019-12-31 | $111 |
Total plan assets at end of year | 2019-12-31 | $1,241,147 |
Total plan assets at beginning of year | 2019-12-31 | $1,126,019 |
Other income received | 2019-12-31 | $66,304 |
Net income (gross income less expenses) | 2019-12-31 | $115,128 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,241,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,126,019 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $48,935 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $111 |
2018 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $29,051 |
Expenses. Total of all expenses incurred | 2018-12-31 | $62 |
Total plan assets at end of year | 2018-12-31 | $1,126,019 |
Total plan assets at beginning of year | 2018-12-31 | $1,097,030 |
Other income received | 2018-12-31 | $-23,733 |
Net income (gross income less expenses) | 2018-12-31 | $28,989 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,126,019 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,097,030 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $52,784 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $62 |
2017 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $95,851 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,173 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,123 |
Total plan assets at end of year | 2017-12-31 | $1,097,030 |
Total plan assets at beginning of year | 2017-12-31 | $1,002,352 |
Other income received | 2017-12-31 | $44,678 |
Net income (gross income less expenses) | 2017-12-31 | $94,678 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,097,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,002,352 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $51,173 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $50 |
2016 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $77,653 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,050 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,000 |
Total plan assets at end of year | 2016-12-31 | $1,002,352 |
Total plan assets at beginning of year | 2016-12-31 | $928,749 |
Other income received | 2016-12-31 | $28,146 |
Net income (gross income less expenses) | 2016-12-31 | $73,603 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,002,352 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $928,749 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $49,507 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $50 |
2015 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $42,080 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,075 |
Benefits paid (including direct rollovers) | 2015-12-31 | $5,000 |
Total plan assets at end of year | 2015-12-31 | $928,749 |
Total plan assets at beginning of year | 2015-12-31 | $891,744 |
Other income received | 2015-12-31 | $-3,596 |
Net income (gross income less expenses) | 2015-12-31 | $37,005 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $928,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $891,744 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $45,676 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $75 |
2013 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $78,091 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,050 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,000 |
Total plan assets at end of year | 2013-12-31 | $840,558 |
Total plan assets at beginning of year | 2013-12-31 | $766,517 |
Other income received | 2013-12-31 | $49,819 |
Net income (gross income less expenses) | 2013-12-31 | $74,041 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $840,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $766,517 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $28,272 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
2012 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $44,966 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,050 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,000 |
Total plan assets at end of year | 2012-12-31 | $766,517 |
Total plan assets at beginning of year | 2012-12-31 | $725,601 |
Other income received | 2012-12-31 | $16,225 |
Net income (gross income less expenses) | 2012-12-31 | $40,916 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $766,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $725,601 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $28,741 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $50 |
2011 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $66,685 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,050 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,000 |
Total plan assets at end of year | 2011-12-31 | $725,601 |
Total plan assets at beginning of year | 2011-12-31 | $660,966 |
Other income received | 2011-12-31 | $11,015 |
Net income (gross income less expenses) | 2011-12-31 | $64,635 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $725,601 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $660,966 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $55,670 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
2010 : R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $79,783 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,550 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,500 |
Total plan assets at end of year | 2010-12-31 | $660,966 |
Total plan assets at beginning of year | 2010-12-31 | $582,733 |
Other income received | 2010-12-31 | $25,877 |
Net income (gross income less expenses) | 2010-12-31 | $78,233 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $660,966 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $582,733 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $53,906 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
2022: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2013: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: R.L. O'NEAL & SONS, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | KA12726949-01 |
Policy instance | 2 |
Insurance contract or identification number | KA12726949-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7-529-167 |
Policy instance | 1 |
Insurance contract or identification number | 7-529-167 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7-529-167 |
Policy instance | 1 |
Insurance contract or identification number | 7-529-167 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | KA12726949-01 |
Policy instance | 2 |
Insurance contract or identification number | KA12726949-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7-529-167 |
Policy instance | 1 |
Insurance contract or identification number | 7-529-167 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | KA12726949-01 |
Policy instance | 2 |
Insurance contract or identification number | KA12726949-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7-529-167 |
Policy instance | 1 |
Insurance contract or identification number | 7-529-167 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | KA12726949-01 |
Policy instance | 2 |
Insurance contract or identification number | KA12726949-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 7-529-167 |
Policy instance | 1 |
Insurance contract or identification number | 7-529-167 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
Policy contract number | KA12726949-01 |
Policy instance | 2 |
Insurance contract or identification number | KA12726949-01 | Number of Individuals Covered | 5 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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